| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON, LLC | P.O. BOX 29018 PORTLAND, OR 97296 | PACIFIC SOURCE HEALTH PLANS | $171K | — | $171K | 3.39% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 7.60% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $220 | $220 | 1.25% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $916 | — | $916 | 6.22% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $184 | $184 | 1.25% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 7.54% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $167 | $167 | 1.25% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $886 | — | $886 | 7.60% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $146 | $146 | 1.25% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $789 | — | $789 | 8.39% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $118 | $118 | 1.25% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $784 | — | $784 | 8.91% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $110 | $110 | 1.25% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $569 | — | $569 | 7.10% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $100 | $100 | 1.25% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $456 | — | $456 | 7.63% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $75 | $75 | 1.25% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $450 | — | $450 | 8.31% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $68 | $68 | 1.26% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $333 | — | $333 | 9.31% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $45 | $45 | 1.26% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $246 | — | $246 | 7.84% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $39 | $39 | 1.24% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $217 | — | $217 | 7.71% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $35 | $35 | 1.24% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960029 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $135 | — | $135 | 9.48% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960029 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $18 | $18 | 1.26% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $49 | — | $49 | 8.11% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $7 | $7 | 1.16% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4 | — | $4 | 7.41% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON LLC | P.O. BOX 29018 PORTLAND, OR 972960018 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $1 | $1 | 1.85% |
| BROWN AND BROWN OF FLORIDA, INC.3 Filed as: BROWN & BROWN OF OREGON, LLC | 2701 NW VAUGHN STREET, SUITE 340 PORTLAND, OR 97210 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $35K | — | $35K | — |
| BROWN AND BROWN OF FLORIDA, INC. Filed as: BROWN & BROWN OF OREGON LLC | 2701 NW VAUGHN STREET SUITE 340 PORTLAND, OR 97210 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | — | $484 | $484 | — |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 1,512 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,512 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | PACIFIC SOURCE HEALTH PLANS | 666 | $5.0M |
| Dental(2 contracts, 2 carriers) | PACIFIC SOURCE HEALTH PLANS | 666 | $5.0M |
| Life insurance(11 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 102 | $80K |
| Short-term disability(13 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 102 | $85K |
| Long-term disability(7 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 102 | $71K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 666 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.